Elliot B. Herman, CFP^®

CPA

Edelman Financial Engines

1 Pine Hill Dr #502, Batterymarch Park II - 5th FL
Quincy, MA 02169

(617) 745-0900

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

My clients' interests come first. I will recommend products based only on what is in their best interest.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

My Links

PRW Wealth Management

General

Elliot Herman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edelman Financial Engines in Quincy, MA and the surrounding communities.

Financial Advisor Overview

We are advocates for families, institutions, and businesses who require highly-specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets. We obtain significant financial and other information about our clients’ attitudes, goals, and objectives. We complete a detailed analysis of this information to assess the gaps between their goals and financial assets to develop alternatives for them; to educate them about the implications of selecting a particular alternative; to implement the alternatives they choose; and periodically review and update their plan. Our goal is to become the Chief Financial Adviser to our clients and, pursuant to their best interests, to coordinate efforts with their other advisers.

Financial Advisor Experience

Over 20 years in the financial services industry providing comprehensive, integrated planning services.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Other - CFP

Insurance Licenses

Life insurance: MA, CA, MI, NM, RI
Health/disability insurance: MA
Fixed annuities: MA, CA, MI, NM, NJ
Variable annuities: MA, AL, FL, ME, MI, NJ, NM, RI, TX, VA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Investment Advisor Representatives offer financial advice through PRW Wealth Management, LLC. Registered Representatives offer securities through Lion Street Financial, LLC; member FINRA/SIPC. PRW Wealth Management, LLC and Lion Street Financial, LLC are not affiliated. PRW Wealth Management, LLC and Lion Street Financial, LLC do not provide legal or tax advice and are not Certified Public Accounting (CPA) firms.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Career Change, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Getting Married, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances